Roadmap Presentation Ruth Wells Head of Engineering Introduction - PowerPoint PPT Presentation

Roadmap Presentation Ruth Wells Head of Engineering

Introduction  Recent Achievements  Plans for 2013  Mobile  Shibboleth Federations  Fine Grained Access Control  COUNTER 4  Discussion Relating to 2014

Recent Achievements

Summary  We undertook many small and large developments in the last 18 months which included:  Site Browse and Search  E Commerce  Alerting & Registration  Content Loading and Workflow  Administration Tools

Features  Site Browse and Search  Most Viewed Content  Most Cited Content  Forward Citations  Publisher Portals  Ratings, Commenting and Moderation  Facebook “Like” Integration  Powerpoint Content Export  Advanced Search by Publisher or Publication  Advanced Search by Year or Date

Features  E Commerce  Deposit Accounts  Cross Sell Recommendations  PDA Implementation  Print on Demand  Free Trials  Deep Dyve Rental Link  Tiered Pricing  Defer Sign in until Checkout  Carnet Functionality  Product Qualification Questions  Zero Value Transaction  Support for Cheque Payments  Google Analytics Support  Improved Framework for Emails

Features  Alerting & Registration  Implementation of Search Alerts  Alerts for Publish Ahead of Print Articles  Citation Alerts  Correction Alerts  Support for Library Branding  RSS Feeds for Latest Issue, Recent Issue and Publish Ahead of Print Articles  Self Service for Password Reset  Shibboleth Support for German Federation

Features  Content Loading and Workflow  Workflow Management  Pending Live  Metastore Loader  Improved Validation  MathML Support  Improved Support for Conferences, Conference Papers and Conference Proceedings  Support for JATS

Features  Distribution  PubMed Linkout  CrossRef for Issues, Publish Ahead of Print Articles, Books  PubMed Central Full Text Distribution  Reference Linking  Extraction Performance Improvements  Matching on PubMed, Chemport and Web of Science

Features  Administration Tools  Management of Athens and Shibboleth Authentication Identifiers, Institutional Administration Usernames, User Relationships  Subscription Renewal Invitation  Order History, Extend Access  Option to Include Ringgold ID in Reports  Improved Date Formatting in Site Emails  User Defined Pages can Now Appear Anywhere in the Site

2013 Roadmap

Aims for 2013  Features Including:  Mobile - Responsive Design Project  Support for Additional Shibboleth Federations  Fine Grained Access Control  COUNTER 4 Implementation  Technical Infrastructure Changes including:  Improved Event Recording  Replacing Framework with Struts  SOLR Integration and Upgrade  JBOSS 7 Migration

Mobile – Responsive Design

Why Mobile?  Mobile web users expected to out number desktop web users by the end of 2013  For the first time since 2001, PC sales are projected to be lower than in the previous year  Tablet sales are projected to exceed 100 million in 2013

Native Apps vs Web Apps  Publishers that tried Native Apps and are now backing away  Websites optimized for mobile devices will be the best approach going forward

Mobile Use Case Many popular approaches to mobile optimization are predicated on a myth: that the mobile use case is significantly different from the desktop use case

Mobile Website Optimization

Mobile Website Optimization

Mobile Website Optimization

Mobile Website Optimization

Mobile Website Optimization

Hybrid Approach  Hybrid approach:  Fixed width for desktop  Responsive design with breakpoints for tablets and mobile

Responsive Design Breakpoints

Summary  Responsive design will help our publishers reach the broadest possible audience.  Full-site optimization – NOT a separate, stripped down mobile site  Publishing Technology intends to take full advantage of growing support for HTML5 and CSS3 in mobile browsers:  Native support for audio and video  Caching content for offline use

Phase 1: Live Beta  Build a responsive site on mobile.*  Design for three breakpoints:  Smartphones , “mini” tablets, large tablets  Optimize for iOS and Android  Launch under a “beta” label  Desktop traffic goes to the main site  Tablet-and-smaller traffic redirects to mobile.*  Invite feedback from users

Phase 2: Learn Improve Extend  Continue testing and refining  Analyze usage reports, feedback from users  Add OS-specific enhancements  Extend device support

Phase 3: Fully Responsive Design  Add desktop breakpoint  Opportunity for refinement of desktop UI  Abandon mobile.* site  Move forward with one fully responsive website that is attractive, intuitive, and engaging on all devices and screen sizes.

Shibboleth Federations

SAML 2.0  SAML 2.0 is a requirement of a substantial number of Shibboleth Federations.  Publishing Technology plan to offer it using the OpenAthens 2.0 implementation through Eduserv.

Shibboleth Federations  Current  UK Federation  Japan - Ganukin  US – InCommon (Preferable to have SAML 2.0)  Germany – DFN-AAI  In Progress  Australia - AAF  France – Federation Education Recherche (Requires SAML 2.0)  Spain – RedIRIS Italy – IDEM Federation (Requires SAML2.0)   Netherlands - SURFfederatie

Fine Grained Access Control

Fine Grained Access Control  Required to give different permissions to different types of user within the publisher.  Requires defined roles mapped to areas of access within the pub2web site.  A complex piece of development in the Access Management Tool.

Potential Publisher Roles  Super Administrator  User Administrator  Production Controller  Customer Service Co-ordinator  Sales Co-ordinator  Finance Co-ordinator  Marketing Co-ordinator  Data Analyst  Typesetter  Read Only Access  Member Societies

COUNTER 4

COUNTER 4 Implementation  Completing all mandatory reports for launch by 31 December 2013.  This development is already well underway and requires a formal launch plan.  Each site will need to be upgraded within 2013 to ensure reports are fully deployed.

COUNTER 4 Journal Reports Report Description JR1 Number of Successful Full-Text Article Requests by Month Mandatory and Journal JR1GOA Number of Successful Gold Open Access Full-Text Requests Mandatory by Month and Journal JR1A Number of Successful Full Text Article Requests from an Optional Archive by Month or Journal JR2 Access Denied to Full Text articles by Month, Journal and Mandatory Category JR3 Number of Successful Item Requests by Monthly Journal and Optional Page Type JR3M Number of Successful Item Requests by Monthly Journal and Optional Page Type for Usage on a Mobile Device JR4 Total Searches Run by Month and Collection Optional JR5 Number of Successful Full-Text Article Requests by Year of Mandatory Publication (YOP) and Journal

COUNTER 4 Book Reports Report Description BR1 Number of Successful Title Requests by Month and Mandatory Title BR2 Number of Successful Section Requests by Month Mandatory and Title BR3 Access Denied to Content Items by Month, Title and Mandatory Category BR4 Access Denied to Content Items by Month, Platform Mandatory and Category BR5 Total Searches by Month and Title Mandatory

COUNTER 4 Additional Reports Report Description DB1 Total Searches, Result Clicks and Record Views by Month and Mandatory Platform DB2 Access Denied by Month, Database and Category Mandatory PL1 Total Searches, Result Clicks and Record Views by Month and Mandatory Platform MR1 Number of Successful Full Multimedia Content Unit Requests Mandatory by Month and Collection MR2 Number of Successful Full Multimedia Content Unit Requests Optional by Month, Collection and Item Type

COUNTER 4 Reports Administration

Improved Reporting Highlights Report Description Title Level Reports Abstract Views per Title per Shows the abstract views for publications split by title Month and month ToC Views per Title per Shows the Table of Contents views split by title and Month month FTD per Title per Month Shows the Full Text Downloads per title per month FTD per Title per Month by Shows the Full Text Downloads per title split by PDF or Content Format HTML format Article Level Reports Abstract Views per Article Shows the abstract views per article split by title and per Month month FTD per Article per Month Shows the Full Text Downloads per article split by title and month

Defining 2014 Roadmap

Roadmap Discussion for 2014  We have many ideas for avenues we would like to explore but would love to hear about your priorities  Thoughts include:  CPD Module in Partnership with Rievent or Ethos CE, for example  Socialisation and Community Groups  Article Level Metrics  Optional COUNTER 4 Reports  Full Business Intelligence Solution in Partnership with Scholarly IQ or MPS, for example  Sales Manager Usage Tools  Alt-Metrics Integration